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Lifestyle Communities (LIC) investor relations material

Lifestyle Communities H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2025 earnings summary27 Aug, 2025

Executive summary

  • FY25 was marked by a challenging first half, a recovery in the second, and a significant downturn in the Victorian property market, with 139 net sales (41 in H1, 98 in H2) and early signs of improvement into FY26.

  • A refreshed strategy was implemented, focusing on optimizing the development pipeline and evolving the business purpose to serve independent downsizers.

  • Major legal and regulatory impacts from a VCAT decision in July 2025 led to substantial write-downs and provisions, but the underlying business remains resilient and customer satisfaction improved year-over-year.

  • The company is appealing the VCAT decision and has implemented temporary changes to its contract structure.

Financial highlights

  • Statutory net loss after tax of $195.3m in FY25, driven by a $135.5m after-tax write-down of investment properties and a $54.5m after-tax provision for DMF repayment.

  • Underlying operating profit was $64.5M pre-tax, down 15% year-over-year due to lower new home settlements (268 vs. 311 prior year).

  • New home settlements fell 14% to 268, and new home sales dropped 63% to 139.

  • Positive operating cash flow of $4.6M in FY25, a $119.8M improvement from FY24.

  • Net debt peaked at $490M in May, reduced to $460.5M by year-end, with further deleveraging expected.

Outlook and guidance

  • FY26 is positioned as a reset year, with further de-leveraging and inventory reduction planned.

  • Net debt expected to fall below $360M by December 31, 2025.

  • New home settlement pipeline at 273 contracts as of August 22, with 162 for FY26.

  • No new project launches planned in FY26; focus is on stabilizing sales and optimizing the portfolio.

  • Anticipation of a growth cycle in FY27 and beyond, with pricing strategies to follow market conditions.

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Frequently asked questions

Lifestyle Communities Limited is an Australia-based company specializing in the development, ownership, and management of affordable independent living residential land-lease communities. These communities are designed for working, semi-retired, and retired individuals over the age of 50, offering them an opportunity to downsize their family home, free up equity in retirement, and enjoy resort-style living. Lifestyle Communities' offerings include amenities such as pools, gyms, clubhouses, cinemas, lawn bowls, tennis courts, and more, catering to a lifestyle of leisure and convenience. The company is headquartered in South Melbourne, Australia, and its shares are listed on the Australian Stock Exchange.

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